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Finding Compounders
RT @gainify_io: With a record $330B+ cash pile, what’s your boldest prediction for Berkshire’s next big move in Q1 2025?
We’re ~30 days from Buffett opening the books.
As of Q4 2024, top 10 holdings:
$AAPL, $AXP, $BAC, $KO, $CVX, $OXY, $MCO, $KHC, $CB, $DVA https://t.co/ClL7wKeWsk
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RT @gainify_io: With a record $330B+ cash pile, what’s your boldest prediction for Berkshire’s next big move in Q1 2025?
We’re ~30 days from Buffett opening the books.
As of Q4 2024, top 10 holdings:
$AAPL, $AXP, $BAC, $KO, $CVX, $OXY, $MCO, $KHC, $CB, $DVA https://t.co/ClL7wKeWsk
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Offshore
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Finding Compounders
How Warren and Charlie would invest a small sum of money https://t.co/WDQTa6iUGq
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How Warren and Charlie would invest a small sum of money https://t.co/WDQTa6iUGq
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Offshore
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The Kobeissi Letter
BREAKING : President Trump publishes a “non-tariff cheating” list: https://t.co/SawSakTlXD
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BREAKING : President Trump publishes a “non-tariff cheating” list: https://t.co/SawSakTlXD
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Offshore
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The Kobeissi Letter
The Kobeissi Letter for the week of April 21st has been published and may be viewed through the link below:
https://t.co/6TDuawjZAN
The Chart of the Week for the week of April 21st has been published. View or sign up for FREE through the link below:
https://t.co/jCCx3iSLbJ
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The Kobeissi Letter for the week of April 21st has been published and may be viewed through the link below:
https://t.co/6TDuawjZAN
The Chart of the Week for the week of April 21st has been published. View or sign up for FREE through the link below:
https://t.co/jCCx3iSLbJ
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The Kobeissi Letter
The 3-day Easter weekend concludes with:
1. No trade deals have been announced
2. Trump publishes "non-tariff cheating" list
3. Trump says those who criticize tariffs are "bad at business"
4. 79 days remaining in the "reciprocal tariff" pause
Where are the trade deals the market priced-in last week?
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The 3-day Easter weekend concludes with:
1. No trade deals have been announced
2. Trump publishes "non-tariff cheating" list
3. Trump says those who criticize tariffs are "bad at business"
4. 79 days remaining in the "reciprocal tariff" pause
Where are the trade deals the market priced-in last week?
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Offshore
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The Kobeissi Letter
BREAKING: US stock market futures officially open lower after the 3-day weekend. https://t.co/1TtCHykgxz
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BREAKING: US stock market futures officially open lower after the 3-day weekend. https://t.co/1TtCHykgxz
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Offshore
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The Kobeissi Letter
Absolutely incredible:
Gold with ANOTHER all time high and set to cross above $3,400/oz for the first time in history.
Gold is now officially up +100% since 2020 compared to a +86% gain in the S&P 500.
That’s right, gold is OUTPERFORMING the S&P 500 since the pandemic.
Truly historic.
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Absolutely incredible:
Gold with ANOTHER all time high and set to cross above $3,400/oz for the first time in history.
Gold is now officially up +100% since 2020 compared to a +86% gain in the S&P 500.
That’s right, gold is OUTPERFORMING the S&P 500 since the pandemic.
Truly historic.
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The Kobeissi Letter
On a casual Sunday night:
Gold has hit its 55th all time high in 12 months and Bitcoin is officially joining the run, now above $87,000.
The narrative in both Gold and Bitcoin is aligning for the first time in years:
Gold and Bitcoin are telling us that a weaker US Dollar are more uncertainty are on the way.
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On a casual Sunday night:
Gold has hit its 55th all time high in 12 months and Bitcoin is officially joining the run, now above $87,000.
The narrative in both Gold and Bitcoin is aligning for the first time in years:
Gold and Bitcoin are telling us that a weaker US Dollar are more uncertainty are on the way.
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Offshore
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The Kobeissi Letter
President Trump's "non-tariff cheating" list is arguably one of the best things to happen to gold all year.
Gold knows what's coming next. https://t.co/BLcVvNe9PI
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President Trump's "non-tariff cheating" list is arguably one of the best things to happen to gold all year.
Gold knows what's coming next. https://t.co/BLcVvNe9PI
BREAKING : President Trump publishes a “non-tariff cheating” list: https://t.co/SawSakTlXD tweet
The Kobeissi Letter
On a casual Sunday night:
Gold has hit its 55th all time high in 12 months and Bitcoin is officially joining the run, now above $87,000.
The narrative in both Gold and Bitcoin is aligning for the first time in years:
Gold and Bitcoin are telling us that a weaker US Dollar and more uncertainty are on the way.
tweet
On a casual Sunday night:
Gold has hit its 55th all time high in 12 months and Bitcoin is officially joining the run, now above $87,000.
The narrative in both Gold and Bitcoin is aligning for the first time in years:
Gold and Bitcoin are telling us that a weaker US Dollar and more uncertainty are on the way.
tweet
Offshore
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The Kobeissi Letter
Futures are extending losses to a new low of the day.
This is what happens when the entire market rallies on hopes of a “Japan deal.”
S&P 500 futures are down -250 points in under 5 trading days. https://t.co/fMwffLubxX
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Futures are extending losses to a new low of the day.
This is what happens when the entire market rallies on hopes of a “Japan deal.”
S&P 500 futures are down -250 points in under 5 trading days. https://t.co/fMwffLubxX
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